Explore our Investment Research, Education, and Practice Management
Discover thought-provoking articles, informative guides, and engaging videos that delve into the latest trends, best practices, and educational materials. Whether you’re a seasoned professional or just starting out, our resources are designed to empower you with the information you need to succeed.
Practice Management
What Makes a Good Manager? Start With a Plan.
Live from iCapital Connect 2026, Rob Ebling discusses how his firm approaches investing through a planning-first lens and highlighting how iCapital provides access, research, and tools to help advisors evaluate and select managers
What’s Driving Better Advisor Decisions Today?
Live from iCapital Connect 2026, Larry Wilson discusses how Arrow Investment Group works with iCapital to deliver structured products, analytics, and tools designed to support advisor decision-making.
July 9, 2026 Why Liquidity Is Reshaping Asset Allocation
Live from iCapital Connect 2026, Lauren Ferry from Lord Abbett discusses how liquidity and evolving asset allocation decisions—especially around private credit—are top of mind, as advisors work to align the right investment vehicles with client needs.
July 2, 2026 
Investment & Market Strategy
Alternatives Decoded – June 2026
Demystifying Alternative Strategies for Growth.
June 2, 2026 
